Businessman holding conceptual mortgage CRM

A Guide to Choosing Mortgage CRM Software

If you’re in the market for a new mortgage CRM software, there are perhaps hundreds of options to choose from. To create a shortlist and eventually make a final decision, you’ll need a list of criteria to compare each CRM in an organized way. This article will help you identify which key features to look […]

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mortgage marketing

How to Be a Real Estate Agent’s Best Friend

Directly targeting borrowers is one important part of any mortgage marketing strategy. But, if you want to reach them more quickly than your competition does, getting help from local real estate agents is a great way to grow your business. While real estate agents may not be a direct market for mortgage lenders, they do […]

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Mortgage Marketing

Marketing Yourself as a Mortgage Expert

Mortgage lenders operate in a highly competitive market, striving to build valued relationships with the clients they serve. It’s your professional reputation that sets you apart from your competitors, and one of the best ways to establish that reputation is by becoming known as an expert in your field. There are two ways you do […]

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Mortgage Marketing

3 Ways to Give Mortgage Marketing a Personal Touch

Likes, motivations, and preferences are the keys to unlocking relationships with customers. Personalized mortgage marketing opens the door to conversation, which results in customers feeling you care about their problems. When customers feel understood, a foundation is laid on which great relationships are built. There are a number of ways to add a more personal […]

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